Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Duncan is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with Cambridge Investment Research Advisors, Inc. in Illinois and Kansas. Prior to joining Cambridge, Daniel was a financial advisor with 1st Global Capital Corp. and Raymond James Financial Services, Inc. Daniel holds the Series 66, Series 7, and SIE licenses. Daniel is also a Certified Public Accountant and has extensive experience in tax preparation. Daniel is committed to providing personalized financial advice and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
12/14/2018 - Present
Cambridge Investment Research Advisors, Inc. (Itasca IL)
IL
11/03/2015 - 12/18/2018
1ST GLOBAL CAPITAL CORP. (ITASCA IL)
IL
11/03/2000 - 11/18/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (ITASCA IL)
BOTH
Issued 12/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Duncan is the right advisor for you? Invested Better is here to help.
